CSMD / Professionally Managed Portfolios - Congress SMid Growth ETF - Net Long/Short Value
Denne side viser netto-lange/korte værdiansættelser for hver institutionel besiddelse, der er rapporteret via 13F- eller NPORT-ansøgninger. For at beregne netto lang/kort værdi tilføjer vi egenkapitalværdien til værdien af call-optionen og trækker put-optionsværdien fra. Fonde, der rapporterer korte lånte positioner, vil rapportere aktieværdier som negative. Lange nettopositioner vil have positive tal i kolonnen netto lange/korte, og korte nettopositioner vil have negative værdier i denne kolonne.
| Ejer |
Egenkapitalværdi
($1000) |
Opkaldsværdi
($1000) |
Sæt værdi
($1000) |
Netto Lang/Kort
($1000) |
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Morgan Stanley
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Congress Wealth Management LLC / DE /
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Portside Wealth Group, LLC
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Financial Network Wealth Advisors LLC
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Aptus Capital Advisors, LLC
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Harbor Investment Advisory, Llc
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Diversify Wealth Management, Llc
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UBS Group AG
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PFG Advisors
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Townsquare Capital Llc
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Advisor Group Holdings, Inc.
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Hantz Financial Services, Inc.
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Norden Group Llc
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Stifel Financial Corp
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We Are One Seven, LLC
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Integrated Wealth Concepts LLC
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Clarendon Private LLC
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Envestnet Asset Management Inc
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Quantinno Capital Management LP
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Glenview Trust Co
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Raymond James Financial Inc
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Gibbs Wealth Management
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Congress Asset Management Co /ma
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CIBC Private Wealth Group, LLC
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Diversify Advisory Services, LLC
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Comerica Bank
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Rockefeller Capital Management L.P.
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Skopos Labs, Inc.
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